Team Financial Group’s WisdomTree International Equity Fund DWM Stock Holding History

Team Financial Group’s Portfolio DWM Stock Details DWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,153	Closed	-$152K	–	227
2023 Q3	$152K	Buy	+3,153	New	+$158K	0.13%	39

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Team Financial Group's DWM Position: Q4 2023 in Review

Team Financial Group sold out of WisdomTree International Equity Fund (DWM) in Q4 2023, closing a stake of 3,153 shares — an estimated $152K sold.

Team Financial Group first reported a position in DWM in Q3 2023 and held it in 1 quarter. The position peaked at $152K in Q3 2023. 128 funds tracked by Wall St. Rank hold DWM as of Q4 2023.

Team Financial Group reported no remaining WisdomTree International Equity Fund position as of Q4 2023 after selling out during the quarter.
Team Financial Group sold 3,153 WisdomTree International Equity Fund shares in Q4 2023, an estimated $152K.
Team Financial Group first reported a position in WisdomTree International Equity Fund in Q3 2023 and held it in 1 quarter.
Team Financial Group's WisdomTree International Equity Fund position peaked at $152K in Q3 2023.
128 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2023.

Based on Team Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.